Estate Planning Attorney Job at Gpac, Waterloo, IA

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  • Gpac
  • Waterloo, IA

Job Description

Roles and Responsibilities

Legal Advice Provide counsel to clients on all aspects of estate planning, including drafting wills, trusts, powers of attorney, and other related documents

Trust and Estate Administration: Assist clients throughout all stages of the planning process and throughout probate proceedings. Provide fiduciary representation and management of complex trust structures

Collaboration: Partner with client financial and tax advisors to create comprehensive estate plans that achieve the client's personal, financial, and tax goals

Legal Representation: Represent clients throughout their probate court proceedings and other related legal matters

Compliance: Ensure clients adhere to all applicable estate and gift tax laws/regulations and assist clients with tax planning strategies

Relationship Management: Manage client relationships for complex estate planning and trust administration matters.

Qualifications & Skills

Experience: Eight to ten years of relevant estate planning experience

Knowledge: In-depth knowledge of trust and estate administration and tax planning for high-net-worth individuals

Licensed: Be currently licensed or be eligible to become licensed, to practice law in the state of Nebraska

Client-Centric: Targeted focus on client service and responsiveness

Productive: Produce high quality, efficient work product, with attention to detail and accuracy

Articulate: Communicate complex concepts concisely and effectively

Flexible: Ability to work both independently and as part of a collaborative team

Autonomy: Take ownership of independent work and can handle appropriate cases with minimal oversight

Driven: Show initiative and seek responsibility

Benefits & Perks

401(k) with Employer Contributions

Comprehensive insurance benefits, including Health, Dental, & Vision

Generous contributions to participant HSA's & HRA's

Employer paid Life and Disability Insurance

Flexible Spending Accounts

Paid Parental Leave with a Ramp Up / Ramp Down period

Professional Liability Insurance

Expense Reimbursement for Association Dues, CLE, Marketing & Business Development

Attorney Mentoring Program

Practice Area Training and Development

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time, Flexible hours,

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